Kaiser Aluminum Warrick Pension Plan — Form 5500 plan (Kaiser Aluminum Warrick, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kaiser Aluminum Warrick Pension Plan is a benefit plan reported by Kaiser Aluminum Warrick, LLC under EIN 81-2560915 and plan number 002. The latest loaded filing year is 2023. The filing reports 780 participants and $12,547,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaiser Aluminum Warrick, LLC
- EIN
- 81-2560915
- Plan number
- 002
- Plan type
- 2
- Location
- Newburgh, IN
- Latest filing year
- 2023
- Participants
- 780
- End-of-year plan assets
- $12,547,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 780 | H, C | 20240731150219NAL0021745377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,547,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,547,249
- Net assets (BOY)
- $8,046,503
Income & contributions
- Employer contributions
- $3,931,920
- Total contributions
- $3,931,920
- Total income / additions
- $5,109,457
Expenses & distributions
- Benefits paid
- $151,397
- Administrative expenses
- $457,314
- Total expenses
- $608,711
- Net increase / (decrease)
- $4,500,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight, Inc. | RECORD KEEPER | $211,106 | not reported in the loaded dataset | 2023 |
| Independent Actuaries, Inc. | ACTUARIAL | $18,610 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,000 | $0 | 2023 |
| Windes, Inc. | AUDIT | $12,500 | not reported in the loaded dataset | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $7,516 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaiser Aluminum Warrick, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Newburgh, IN
- Alight, Inc. — Schedule C compensation
- Independent Actuaries, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Windes, Inc. — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation